C.08 Compliance - BankStatements
- Premium Broker
- Jun 22, 2018
- 1 min read
Using BankStatements.com.au
Premium Broker has subscribed to illion Software's www.BankStatements.com.au. The software provides a number of benefits to assist:
Collection of Bank Statements
Both Actual and Transaction Statements
Automatic Living Expenses Calculation (to be used as a guide only)
Bank Statements Setup
Go to Settings
Go to 3rd Party Integrations
Click on the Illion Bank Statements button
Enter the Code (Ask Robert Ward for this)
Logoff and Login
Recommended Process
Tell your client you will send them a link to enable them to send you bank statement
Sync with Dropbox (Easier than downloading documents from Vownet)
Go to clients Deal View and click on the BankStatement Icon
Client will get an email request to provide documents
Once client complete, VowNet will be updated with statements and Expense Comment.
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